As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 1987. I help clients succeed by asking questions and listening to their responses which leads to developing a relationship. Once I understand what is important to them I can bring ideas and solutions. My overall goal is to simplify their financial picture.

I live in Fontana, and serve clients in Milwaukee, Delafield and Lake Geneva. I enjoy spending time with my husband, our two adult children, and our golden retriever. I love to spend time on the water, gardening and traveling. I also serve on the board for the WI Chapter of Gift of Adoption.

My areas of focus: Attorneys and accountants, Business owners, Women


  • Illinois Wesleyan University: Bachelor of Arts, finance
  • DePaul University: Master of Business Administration, finance


777 E Wisconsin Ave
Milwaukee, WI 53202

advisor address map to777 E Wisconsin Ave


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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.